Overview
Assets Under Management: $404 million
Headquarters: EAST HANOVER, NJ
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Frequently Asked Questions
ACCESS WEALTH PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112973), ACCESS WEALTH PLANNING, LLC is subject to fiduciary duty under federal law.
ACCESS WEALTH PLANNING, LLC is headquartered in EAST HANOVER, NJ.
ACCESS WEALTH PLANNING, LLC serves 124 high-net-worth clients according to their SEC filing dated August 27, 2024. View client details ↓
According to their SEC Form ADV, ACCESS WEALTH PLANNING, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ACCESS WEALTH PLANNING, LLC manages $404 million in client assets according to their SEC filing dated August 27, 2024.
According to their SEC Form ADV, ACCESS WEALTH PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 978
Discretionary Accounts: 978
Regulatory Filings
CRD Number: 112973
Last Filing Date: 2024-08-27 00:00:00
Website: https://access-wealth.com